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Healthcare Financial Advisor Sanlam

1 week ago

Cape Town, Western Cape, South Africa Sanlam Limited Full time
Job Description

We are seeking a skilled Sanlam Health Care Adviser to join our team. As a key member of our advisory team, you will be responsible for providing expert financial advice and planning services to our clients.

Responsibilities:
  1. Conduct thorough financial assessments of clients to identify areas for improvement and opportunities for growth.
  2. Develop and implement customized financial plans that address clients' unique needs and objectives.
  3. Communicate complex financial concepts in a clear and concise manner to clients.
  4. Build and maintain strong relationships with clients through regular communication and follow-up.
  5. Stay up-to-date with industry trends, regulatory changes, and product developments to ensure expertise and knowledge.
Qualifications and Experience:
  • Grade 12 qualification or equivalent.
  • Successful completion of the Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination.
  • Possess at least 2 years of experience in a similar role.